Filed December 21, 2022
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,423 | $115,810-62.5% | $101,271-57.1% | $158,966-72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.61% | 56.15%-33.5pp | 46.48%-23.9pp | 302.95%-280.3pp |
| Employer contribution / active EE | $1,393 | $4,175-66.6% | $3,660-61.9% | $4,762-70.8% |
| Participant deferral / active EE | $3,228 | $4,958-34.9% | $4,371-26.1% | $5,983-46.0% |
| Admin fee / account holder | $849 | $7,248-88.3% | $5,948-85.7% | $11,250-92.5% |